Joe has been with Young Conaway since 1978 concentrating on federal and state income and estate tax planning for individuals, corporations and other entities. Included in his practice is entity formation, operating agreements, and transactional matters. Joe is the former chairman of the Income Tax Section of the Delaware State Bar Association.
Clerkships
· Honorable Samuel B. Sterrett, U.S. Tax Court
Prior Employment
· Shearman & Sterling, New York, NY, 1976-1978
Memberships and Affiliations
· Delaware State Bar Association, Trust & Estates Committee, Member; Income Tax Section, Former Chairman; Tax Committee, Member
· American Bar Association, Taxation Section, Member
· Kutz Home for Elderly - Former Treasurer; Executive Board Member
Publications
Tax, Benefits, Trusts & Estates Law Update, Winter 2011, 3.1.2011
Newsletters
Memo to Clients Regarding the Federal Estate Tax for Calendar Year 2010, 1.29.2010
Reference Materials